FDL News and Press, First Trust Morningstar From 03/17/22

Historical analysis shows that value exposures have tended to outperform in a rising yield environment as it coincides with rising inflation. In a rising rate environment, traditional bonds can lose value, but investors should not write off fixed income exposure altogether. Exposu...

We believe value is likely to outperform growth over the coming years and threats to economic growth from inflation, rate hikes and geopolitical risks do not change our view. The global economy, led by the U.S., was growing rapidly as it reopened from the coronavirus pandemic. Yea...

The yield curve has flattened considerably and the spread between the 2-year and 10-year Treasury yield is currently just 25 basis points. Many of the large, popular stocks are still grossly overvalued in my opinion. Value stocks continue to outperform. For further details s...

Almost every commodity rose in prices last week, as did the dollar. Those two factors - rising dollar and rising commodity prices - mean the likelihood of recession in the coming year has risen significantly in just the last week. There was considerable volatility in stocks last week,...

Emerging Markets are outperforming the rest of the world, due in large part to windfall profits in the commodities-exporting countries of South America and the Middle East. If you want to follow the money, this is a good place to start. Money has been flowing out of tech, consumer dis...

Economic growth is being treated as much less important to stocks than the path to be taken by the Federal Reserve. Value stuff has managed to hold up, despite the ugly tape. The market is treating value stocks as a relative haven. For further details see: A Sense Of Mal...

Each month, I give an overview of 90 dividend, income, and risk-management-focused ETFs, selecting them from my database of 800+ funds. This article highlights each ETF's yield, dividend growth, volatility, concentration, and performances for one-month, six-month, one-year, three year...

Since November, the bears have been coming after stocks with distant cash flows whenever rates have headed higher, owing to the math behind discounting future values to the present. We had a few years prior to Covid when, for the first time in generations, there were more job openings...

Russia supplies natural gas to Europe, and in the event of US sanctions, this could impact Europe. But there are so many LNG ships in the Atlantic right now that lease rates have collapsed, so Russian threats to cut off Europe’s gas may not be much of a threat. The other big th...

Mounting inflation and rising interest rates are creating conditions for broader value recovery, particularly for companies that have solid business fundamentals. Despite the recent outperformance, value stocks still trade at a near-record discount to growth peers. In any sector, ...